Create a Single Visit
You can quickly create a single visit for a new visitor or a previous visitor.
From the dashboard, complete the following:
- Click the New Visit button.
- Enter the visitor’s first and last name.
If this is a new visitor, then click the + Create a new visitor.
Or if the visit is for a previous visitor, click the visitor's name.
- Complete visitor's company and email fields.
- Select the date and time of the visit.
- Select the host's name.
- Complete any custom fields and click the Show more to find more custom fields.
- Click either the Create Visit button or the Save & Create New button (this will save the visit and let you create anther visit).
- To verify or update colleagues who will receive a notification for this visit, click on the Customize notification link.
The notifications display.